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Podcast: Mining Stock Daily
Episode: Weaponizing Rocks: The Geopolitics of Critical Minerals & U.S. Resilience
Description: This week's long-form interview features Matthew Zolnowski, an expert in critical minerals and national security, Matthew delves into the evolving landscape of critical mineral supply chains and their strategic importance. Zolnowski highlights the cyclical nature of interest in these materials, noting that attention often peaks when prices skyrocket due to disruptions like export controls or environmental crackdowns, only to wane when prices are low. He meticulously traces the U.S. government's increasing involvement, particularly the Department of Defense, from initial small-scale investments to significant Defense Production Act awards, emphasizing that this is a long-term, "oil tanker" effort rather than a qui...